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EGF
The European Geopolitical Forum

Saturday 12 July 2025

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From the EGF Head of Research:

The best ways for New Europe to mitigate the consequences of the current crisis in European affairs would entail following on the US-lead in negotiations with Russia over the war in Ukraine and opening up to discuss a new European security deal. The alternative to doing so might lead into nothing less than a major war with Russia over Eastern Europe. READ MORE
100 issues+ December 2022 November 2022 October 2022 September 2022 August 2022 July 2022 June 2022
September — November 2019 mid May – July 2019
Winter 2025 July-November 2024 March-June 2024 November-February 2024 July-October 2023 March-June 2023 November-February 2023 Previous Issues
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News

  • As Russia pummels Ukraine, cautious allies shift gears to help KyivJuly 11, 2025
  • UN expert Albanese rejects ‘obscene’ US sanctions for criticising IsraelJuly 11, 2025
  • Trump slaps 35 percent tariff on Canada starting August 1July 11, 2025
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South Caucasus
The Changing Dynamics of the Wider-Black Sea in Regional Security and External Relations
EGF Arab Spring
EGF Head of Research Recommended Reading
EGF Head of Research Recommended Reading
Markets Rising Tensions in Iran: Market Volatility, Strategic Risks, and the Limits of Regime Change



In an exclusive interview with EU Today, Dr Marat Terterov, Founder and Director of the Brussels Energy Club, and Co-founder of the European Geopolitical Forum, outlined the key economic and geopolitical implications of the current crisis and warned against further escalation or any attempt at externally imposed regime change in Iran. According to Dr Terterov, oil prices spiked by approximately 7 percent in the immediate aftermath of the strikes—an early signal of market anxiety. Although prices have since moderated, he emphasised that this stabilisation is largely based on “bets on a ceasefire” and a broad assumption that the situation would not worsen. “Most experts believe Iran lacks the military muscle to sustain an open conflict with the United States or Israel,” he said. While Tehran has voiced outrage over the strikes—carried out during ongoing nuclear negotiations—Dr Terterov cautioned against underestimating the strategic calculus behind Iran’s actions. READ MORE

  • Wednesday, 9 July 2025, 18:40
External Relations Russia-Azerbaijan Tensions Escalate to Unprecedented Level

Vasif HUSEYNOV By Vasif HUSEYNOV, PhD, Head of Department, AIR Center, Adjunct Lecturer, ADA and Khazar Universities, Baku

On June 27, Russian special forces conducted a violent raid in Ekaterinburg targeting ethnic Azerbaijanis. This sparked a significant escalation in tensions between Baku and Moscow, further straining an already fragile bilateral relationship. The operation, which focused on a group of Azerbaijanis suspected of murder in the early 2000s, resulted in the extrajudicial killing of two brothers, Ziyaddin and Huseyn Safarov, and injuries to several others, with nine individuals detained. According to Azerbaijani media, the raid involved brutal tactics, including beatings, electric shocks, and degrading treatment, prompting a fierce reaction from Baku. Azerbaijan’s Foreign Ministry issued a strong response, demanding a prompt investigation and prosecution of those responsible, and the country’s Prosecutor General launched a criminal case accusing Russian police of torturing and deliberately killing the brothers. Azerbaijani authorities and media have framed the incident as a deliberate act of ethnic violence, with the Prosecutor General’s office alleging that the brothers died from “post-traumatic shock” after severe beating”. READ MORE

  • Wednesday, 9 July 2025, 18:39
Energy India-EU Relations: Charting New Vistas for Climate Cooperation in the Indo-Pacific

Shanthie Mariet D’Souza By Shanthie Mariet D’Souza, PhD, founder & president, Mantraya Institute for Strategic Studies (MISS)

A stronger EU-India partnership on technology transfer, climate finance, green transition, and sustainability can help bridge the North-South divide.
Among the host of commitments that found their way into the Leaders’ Statement during the visit of European Commission President Ursula von der Leyen to India in February 2025 was the need for greater cooperation across a number of areas pertaining to climate change. Indian Prime Minister Narendra Modi and von der Leyen also reaffirmed their commitment to promote “a free, open, peaceful and prosperous Indo-Pacific,” in the wake of the European Union joining the Indo-Pacific Oceans Initiative (IPOI) in 2023. Within the IPOI, an Indian initiative, climate change has been a significant area of focus. While the EU and India are working to address the challenges in their bilateral relations, including finalizing a much-delayed free trade agreement, climate cooperation in the Indo-Pacific can become a defining strategic initiative between the two. The prevailing heat waves in Europe and Indian cities, and its implications for livelihoods, economies, and conflict, make such cooperation even more necessary. READ MORE

  • Wednesday, 9 July 2025, 18:38
Security Kazakhstan Aims to Modernize Military Through Multi-Vector Diplomacy

Fuad Shahbazov By Fuad Shahbazov, Baku-based independent regional security and defence analyst

Kazakhstan has recently been making steps to improve its defence capabilities. In April 2025, the Kazakh Ministry of Defence confirmed that a legislative framework was established to regulate the Defence Industry Development Fund, which was created in December 2023. The new defence fund aims to acquire and manufacture domestically crucial military hardware, such as artillery ammunition, weapons systems, and combat modules. For this purpose, the Kazakh government plans to allocate approximately $265 million from the state budget. Earlier, on March 3, Kazakh Defence Minister Ruslan Zhaksylykov announced the establishment of a new defence industry centre at the only tank repair plant in Central Asia in the Eastern city of Semey. Zhaksylykov proclaimed that the new hub aims to strengthen “Kazakhstan’s self-sufficiency in defence production” through “expanding the ability to both maintain and manufacture crucial military technologies locally”. As the regional order in Eurasia shifts amid Russia’s war against Ukraine, Kazakhstan is opting to rely on its armed forces, domestic military resources, and international security partnership formats to counter any potential threat. READ MORE

  • Wednesday, 9 July 2025, 18:37
Security West Can’t Help Ukraine Win the War — but it Could Help End it

Elkhan NURIYEV By Elkhan NURIYEV, PhD, Senior Fellow at the Alexander von Humboldt Foundation in Berlin

As the war in Ukraine drags on for yet another year, a hard truth is becoming even harder to ignore: Military victory may no longer be a realistic objective for Kyiv — no matter how many billions the West sends, or how many Russian soldiers die. This isn’t a popular outlook in Washington or Brussels, where the assumption persists that enough aid and resolve will eventually break Moscow. But despite Ukraine’s extraordinary resilience and the West’s deep pockets, that outcome is looking increasingly unlikely. Rather, the war is hardening into a grinding stalemate — one that threatens to exhaust Ukraine, fracture Western unity and empower the very regime it was meant to weaken. The question Western policymakers must now confront is not whether Ukraine deserves support, but whether the current strategy is helping it win, or simply helping it survive long enough to lose more slowly. READ MORE

  • Thursday, 3 July 2025, 10:12
External Relations How would the Israel-Iran war impact Armenia’s security?

Yeghia TASHJIAN By Yeghia TASHJIAN, Beirut-based regional analyst and researcher, columnist, "The Armenian Weekly”

On June 13, Israeli Prime Minister Benjamin Netanyahu announced the launch of Operation Rising Lion, aimed at striking Iran’s nuclear facilities and missile capabilities. On the first day of the conflict, Israel targeted Iranian nuclear scientists, Iranian Revolutionary Guard Corps (IRGC) officials and later, energy infrastructure and residential areas. In response, Iran launched Operation True Promise-3, sending a missile barrage targeting key infrastructure in Israeli cities, mainly Tel Aviv and Haifa. It is worth mentioning that the Israeli operation took place just two days before the American and Iranian sides planned to hold their sixth round of nuclear talks. By striking first, Israel has blocked the door to diplomacy and now hopes to drag the United States into another regional war, as if the horrors of the 2003 Iraq invasion haven’t disappeared from the Middle East’s collective memory. READ MORE

  • Wednesday, 25 June 2025, 07:39
External Relations Armenia’s Foreign Policy after the Second Nagorno-Karabakh War

Benyamin Poghosyan By Benyamin POGHOSYAN, PhD, Senior Research Fellow at the APRI Armenia

Profound shifts in the geopolitical dynamics of the South Caucasus, driven by the Second Nagorno-Karabakh War and the onset of the Russia-Ukraine War, have shaped the Armenian government’s pursuit of foreign policy diversification. This report analyses key developments in and around Armenian foreign policy from November 2020—the end of the Second Nagorno-Karabakh War—through March 2025. The 2020 Nagorno-Karabakh War, the onset of the Russia-Ukraine War in 2022, and Azerbaijan’s military takeover of Nagorno-Karabakh in 2023 disrupted the regional status quo. In light of the repeated incursions by Azerbaijan and in the absence of a tangible response from Russia and the Collective Security Treaty Organization, the Armenian government intensified its foreign policy diversification efforts. It sought to deepen diplomatic and military cooperation with new and existing partners, notably India, France, the EU, and the US, while opening multiple embassies worldwide. READ MORE

  • Saturday, 14 June 2025, 07:38
All discussions

EGF Head of Research, Dr. George Vlad NICULESCU, co-edited a new volume on “Understanding Contemporary Information Landscape Handbook (UCIL)” with the Austrian National Defence Academy and the PfP Consortium of Defence Academies and Security Studies Institutes: “The idea of this Handbook sprang forth from a policy recommendation issued at a past Regional Stability in the South Caucasus Study Group (RSSC SG) workshop: “Create, with the assistance of PfP Consortium volunteers, a Reference Curriculum on Media Literacy, emphasizing the impact of modern communication techniques and social media on human biology, psychology and behaviour. The aim would be to raise awareness of the media as a tool of hybrid warfare, and how to build resilience to it at individual level.” Looking with an academic eye at the final product of our last three years of work I’d conclude that this Handbook is a great success as a valuable education tool for students and teachers in media studies, politics, international relations. READ MORE

New EGF Affiliated Expert, Dr. Shanthie Mariet D’SOUZA was interviewed by “France 24 English -Access Asia” on what’s behind the posturing from New Delhi on the ongoing war between Israel and Iran. She explained that “India has significant strategic interests in both Iran and Israel. Taking sides in this conflict could jeopardise these interests in the medium to long term, which is something India cannot afford”. WATCH HERE

EGF Affiliated Expert Nika CHITADZE published a new book on “World Politics” with the International Black Sea University from Tbilisi, Georgia. The book is divided into four main parts: first part is dedicated to the history and theory of world politics; second part analyses key processes in world politics, such as: globalization, integration, and democratization. Third part describes the basic challenges facing the international community, including arms control and security, conflicts, terrorism, organized crime, failed states, demography, migration, environment, relations between the “Global North” and the “Global South”. The fourth part reviews the main aspects of regulating the political processes in the world with the methods and instruments of foreign policy and diplomacy, and global governance. READ HERE

EGF Affiliated Expert Yeghia TASHJIAN was recently interviewed by the "New Arab" on how developments in Syria impacted Hezbollah's politics and how the Lebanese government should carefully manage its relations with the new administration in Damascus. He was quoted saying: “Hezbollah lost its main Syrian regional power base and key political support system when support for the Assad regime ended. Syria was also an important transit country for smuggling Iranian missiles and weapons to Lebanon. Now that this transit is gone and amid Israeli pressure, Hezbollah feels squeezed between Israel from the south and sky and Syria from the East.” READ MORE

 

Between 07-10 November 2024, Dr Marat TERTEROV and Dr George Vlad NICULESCU participated in the 28th workshop of the Regional Stability in the South Caucasus Study Group of the PfP Consortium of Defence Academies and Security Studies Institutes on “Connectivity Risks and Opportunities in the South Caucasus”, held in Reichenau a/d Rax (Austria). Please click here for the programme and agenda outline, here for George’s speaking points, here for the policy recommendations, and here for the proceedings of the workshop

Between 10-13 April 2025, Dr George Vlad NICULESCU participated in the 29th workshop of the Regional Stability in the South Caucasus Study Group of the PfP Consortium of Defence Academies and Security Studies Institutes on “Emerging Technologies in Conflict Prevention: Leveraging Technology for Peacebuilding in the South Caucasus”, held in Istanbul (Turkey). Please click here for the programme and agenda outline, and here for George’s speaking points.

On June 3, 2025, Dr. George Vlad Niculescu gave a short brief on the outcomes and potential implications of Romania’s 2025 presidential elections to the “Neighbourhoods” Working Group of the Institute of European Studies de l’Université UCLouvain, site de Saint-Louis-Brussels. Read here his briefing.

  • The Daily BriefJuly 9, 2025
  • Stratfor 2018 Second-Quarter ForecastMarch 11, 2018
  • Stratfor 2018 Annual ForecastDecember 26, 2017
More
EGF Featured Publication from Affiliated Expert Fuad Shahbazov
EGF Featured Publication from Affiliated Expert Fuad Shahbazov
EGF Featured Publication from Affiliated Expert Alan Whitehorn
EGF Featured Publication from Affiliated Expert Alan Whitehorn
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